Focus software
We create financial planning tools for modern advice firms
Focus provides flexible financial planning tools and software that help advice firms engage clients, analyse their financial position, model outcomes and deliver consistent financial advice.
Use individual tools and journeys, combine connected experiences, or integrate the financial planning engines that power them directly into your existing technology.
Each component can work independently or as part of a wider digital advice ecosystem, so you can implement what your firm needs now and expand over time.
Whether advice is delivered digitally, over the phone or face-to-face, Focus financial planning software helps create clearer client conversations, more efficient processes and a more consistent advice experience.
Focus' software is
Product proof
See Our Financial Planning Tools in Action in your firm
Digital engagement on the client's phone
A couple compares their financial picture in the focus:digital app.
iPad fact-find walkthrough
Working through the insurance-needs flow on an iPad.
Client portal, investments overview
The client view of their portfolio, balances and recent activity.
Client portal, protection help
Contextual help and explanations inside the client portal.
Mobile client home
The client app home screen, goals, balances, and next steps.
Mobile investments view
The mobile investments detail page.
Adviser dashboard
Adviser desktop, clients, cases and tasks in one place.
Adviser fact-find
Structured fact-find inside the adviser tool.
Financial healthcheck
The client-facing healthcheck mapping risks and gaps.
Advice Engine console
The Advice Engine generating an optimised portfolio recommendation.
Explore Our Financial Planning Tools
Digital client engagement
Acquiring and re-acquiring clients
Digital client engagement
Our digital engagement tools engage clients and promote financial wellbeing
Learn more→Delivering advice
Advice delivery and business management tools
Delivering advice
An integrated and innovative suite of tools, including an engaging client portal
Learn more→Using our APIs / engines
Financial planning engines and APIs
Using our APIs / engines
An easy and engaging way to show your clients the value of your advice
Learn more→- Digital client engagement
- Our digital engagement tools engage clients and promote financial wellbeing
- Delivering advice
- An integrated and innovative suite of tools, including an engaging client portal
- Using our APIs / engines
- An easy and engaging way to show your clients the value of your advice
Great software makes things work for people
We understand the power of good advice.
That's why all of our user experiences are designed around showing the benefit of advice so that your customers come to you.
Our tools don't just solve problems, they also help you connect personally with your users.
Digital client engagement journeys
Engage, acquire and advise
Digital journeys that solve key consumer problems, which you can use singly or connect to make powerful experiences.
Our tools help consumers buy into advice by showing them the impact of financial planning.
- Help consumers manage their finances, self-assess and transact through a personalised client portal.
- Meet the increasing service-level expectations of your target market.
- Grow market share by lowering your cost to serve, or grow your profitability without other changes.
- Automatically present personally relevant solutions, and new business opportunities, to consumers.
Advice delivery and business management
Connect everything for incredible advice delivery
A modern replacement of our powerful focus:360° practice management tool, our advice product brings together a new suite of API-accessible financial planning engines.
- Everything you need at the heart of a modern advice business
- Built to integrate with your business, and deliver world-class productivity and efficiency
- Control your business with automation, consistency and audit trails
- Much more than just practice management
Financial advice software, planning and analysis tools, and APIs
Automatic, optimised and easy to deploy
Our financial advice software delivers online, on-demand financial planning and analysis capabilities through a fully API accessible platform.
You can access planning tools directly via the Focus API, through ready-made product journeys, or through solutions tailored to your firm's specific needs. Everything is fully integrated and secure, giving you a cost-effective and scalable way to deliver advice across your digital estate.
Now including the Advice Engine, our latest automation capability, designed to support faster, more consistent advice delivery at scale.
The platform enables mathematically optimised portfolios via API, supporting complex product and portfolio allocations with precision.
The result is financial planning software that reduces operational effort, improves consistency, and gives firms greater control over how advice is delivered and evolves over time.
Revolutionary, not evolutionary
We've invested millions in API-first cloud technology to provide the foundation for transforming advice delivery.
State-of-the-art workflow via webhooks
Advice CORE
Contact management
Client management
Financial details
ATR and Knowledge & Experience
Document management
Lead management
Case management
Financial Health Check
Task management
Investment solution design
Retirement solution design
Holistic investment solution design
Protection solution design
Inheritance Tax (IHT) solution design
Financial Advice Conversation Tool (FACT)
Mobile and web app services
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